SYSTEM AND METHOD FOR TASK MANAGEMENT

• US 20090299811A1
• Filed: 05/22/2009
• Published: 12/03/2009
• Est. Priority Date: 05/28/2008
• Status: Abandoned Application

• Current Assignee: Orion Energy Systems, Inc.
• Original Assignee: Orion Energy Systems, Inc.
• Inventors: Potts, Michael J., Scribante, John H., Bakkom, David E., Verfuerth, Neal R.
• Application Number:
  US12/471,291
• Publication Number:
  US 20090299811A1
• Time in Patent Office: Days
• US Class Current: 705/7.13
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group

Abstract

An method for managing a sales process via a graphical user interface (GUI) generated by a computer and displayed on a computer display is described. The method includes the step of defining a sales process, the sales process including a first task assigned to first assignee and a second task. The method further includes, at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed. The method yet further includes receiving the identifier of the second assignee and assigning the second assignee to the second task. The assignment of the second assignee to the second task is displayed on the computer display, stored in a computer memory device, or displayed on the computer display and stored in a computer memory device.

Claims

1. An method for managing a sales process via a graphical user interface (GUI) generated by a computer and displayed on a computer display, comprising:

defining a sales process, the sales process including a first task assigned to a first assignee and a second task;

at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed;

receiving the identifier of the second assignee; and

assigning the second assignee to the second task;

wherein the assignment of the second assignee to the second task is displayed on the computer display, stored in a computer memory device, or displayed on the computer display and stored in a computer memory device.

2. The method of claim 1, wherein the prompt is automatically generated upon reception of the indication that the first task has been completed.

3. The method of claim 1, further comprising:

prompting the second assignee to accept the assignment of the second task.

4. The method of claim 3, further comprising:

requiring the second assignee to accept the assignment of the second task within a period of time before notifying another user of the second assignee'"'"'s lack of acceptance.

5. The method of claim 4, wherein the notification is via one or more of e-mail, text-message, and a generated report.

6. The method of claim 1, further comprising:

requiring the reception of the identifier of the second assignee before updating the first task as completed in a database.

7. The method of claim 1, further comprising:

providing an alert to another user if the identifier of the second assignee is not received within a predetermined period of time.

8. The method of claim 3, further comprising:

tracking a period of time since the acceptance of the second task and during which the second task remains uncompleted; and

displaying an indication of the period of time via the computer display.

9. A computer for providing a GUI for managing a sales process, the sales process including a first task assigned to a first assignee and a second task for assigning to a second assignee, the computer comprising:

a memory unit; and

a processing circuit communicably coupled to the memory unit and configured to receive first input regarding the sales process via the GUI and to use the first input to define the sales process within the memory unit, wherein the processing circuit is further configured to receive an indication that the first task has been completed via the GUI and to cause the GUI to display a prompt for an identifier of the second assignee upon receipt of the indication, wherein the processing circuit is further configured to receive the identifier of the second assignee and to assign the second assignee to the second task, and wherein the processing circuit is further configured to cause the GUI to display a record of the assignment of the second assignee to the second task, to store the record in the memory unit, or to cause the GUI to display the record and to store the record.

10. The computer of claim 9, wherein the processing circuit is further configured to cause the GUI to display a second prompt for the second assignee, the second prompt asking the second assignee to accept the assignment of the second task, and wherein the processing circuit is further configured to require the second assignee to accept the assignment of the second task within a period of time before notifying another user of the second assignee'"'"'s lack of acceptance;

and wherein the notification is via one or more of e-mail, text-message, and a generated report.

11. The computer of claim 10, wherein the processing circuit is further configured to compute a period of time since the acceptance of the second task and during which the second task remains uncompleted, and wherein the processing circuit is further configured to cause the GUI to display an indication of the period of time, to store the computed period of time in the memory unit, or to cause the GUI to display the indication of the period of time and to store the computed period of time in the memory unit.

12. A system for managing a sales process, the system configured to generate a graphical user interface (GUI) for allowing a user to manage sales processes for a plurality of sales projects, the system comprising:

a processing circuit configured to maintain a record of a total cost for each sales project of the plurality of sales projects, wherein the processing circuit is configured to prompt the user for updated cost information after tasks relating to each sales project are updated as completed via the GUI; and

wherein the processing circuit is configured to display an indication of the total cost for a sales project of the plurality of sales projects near an indication of the potential revenue relating to the sales project on the graphical user interface of the system.

13. The system of claim 12, wherein the system is configured to provide an alert to a user of the system if total expenses for the sales project increase beyond the projected potential revenue relating to the sales project.

14. A system for managing a sales process, the system configured to generate a graphical user interface (GUI) for allowing a user to manage sales processes for a plurality of sales projects, the system comprising:

a processing circuit configured to maintain a record of the meeting instances during which a customer contact relating to the sales process met with a sales representative and wherein the processing circuit is further configured to calculate the period of time since the last meeting instance and to prompt the user to initiate a sales process task for meeting with the customer contact; and

wherein the processing circuit is further configured to display a map on the graphical user interface, the map including an indicator of a location associated with the customer contact and at least another indicator for another customer contact.

15. The system for managing a sales process of claim 14, wherein the processing circuit is configured to select the another customer contact based on a period of time since a face-to-face meeting with the another customer contact.

16. The system for managing a sales process of claim 14, wherein the processing circuit is configured to select the another customer contact based on previous sales, projected sales, or previous sales and projected sales.

17. A machine readable storage medium storing a computer program for use by a computer and for managing a sales process via a graphical user interface (GUI) generated by the computer and displayed on a computer display, the computer program being adapted to make a computer execute the process comprising the steps of:

defining the sales process, the sales process including a first task assigned to first assignee and a second task;

at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed;

receiving the identifier of the second assignee; and

assigning the second assignee to the second task;

wherein the assignment of the second assignee to the second task is displayed on the computer display and/or stored in a computer memory device.

18. A first computer for transmitting a computer program for use by a second computer, the computer program being adapted to make the second computer execute the process comprising the steps of:

defining the sales process, the sales process including a first task assigned to first assignee and a second task;

at the GUI, displaying a prompt for an identifier of a second assignee upon receipt of an indication that the first task has been completed;

receiving the identifier of the second assignee; and

assigning the second assignee to the second task;

wherein the assignment of the second assignee to the second task is displayed on the computer display and/or stored in a computer memory device.

19. The first computer of claim 18, wherein the prompt is automatically presented upon reception of the indication that the first task has been completed, and wherein the process further comprises the step of prompting the second assignee to accept the assignment of the second task.

20. The first computer of claim 19, wherein the process further comprises:

requiring the second assignee to accept the assignment of the second task within a period of time before notifying another user of the second assignee'"'"'s lack of acceptance and wherein the notification is via one or more of e-mail, text-message, and a generated report.